When sending a document you have the option to enter a message to your recipients. This message appears in the email that your recipients receive and should be used as a way to provide more information about the context of the document.
When your document is being sent to more than one recipient there may be a need to customise this message for each individual, this can be done by using private messages.
How to add a private message
- Follow the process of sending a new document.
- When you are reviewing your document, click Add private messages underneath the message to recipients text box.
- In the new window, select which recipient you would like to enter a private message for and enter your message.
- Click Save to save your changes.
When using the private messages feature as well as the message to recipients box, the private message will always take precedence.